Friday Investment Talk: Markets Rebound

Markets staged a massive rebound this week, led by some of the worst performing stocks including Chinese and tech names. Investors took their lead from the US Federal Reserves hawkish comments supporting sustained interest rate hikes to control inflation while not reducing GDP growth expectations. Buy signals sprouted across many indicators. Put/Call Ratios are rolling Read more ➝

Flattened Alibaba

Analysts have a neutral view of Alibaba (BABA) going into 2022. They see revenue across all business lines slowing from pandemic levels. But growth rates are still strong, and new business lines are just in their infancy. The negativity among analysts is palatable. Longer term, they maybe overdone.